See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,772 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,604 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,584 | $108,549-36.8% | $156,263-56.1% | $85,563-19.8% |
| Participation rate | 97.9% | 77.1%+20.8pp | 78.9%+19.0pp | 66.0%+31.9pp |
| Annual return | 19.93% | 21.79%-1.9pp | 59.47%-39.5pp | 31.51%-11.6pp |
| Employer contribution / active EE | $4,242 | $2,690+57.7% | $4,333-2.1% | $2,654+59.9% |
| Participant deferral / active EE | $5,326 | $4,800+10.9% | $6,158-13.5% | $4,375+21.7% |
| Admin fee / account holder | $28 | $650-95.7% | $14,255-99.8% | $834-96.7% |